Event Reports

Click Events. Click Reports.

Each stage of the event has it's own set of reports, which will populate at each stage:

• Databuild
• Appointment
• Presentations
• Follow Up
• Tools

Fig. 1

Databuild

1. Databuild 
   • Table of invited company counts by type & executive. For each type, numbers are shown for invites that are queried, rejected or approved.
2. Targets 
   • Table of actual vs targets by executive, split by type. Targets can be updated via this page, in addition to the 'Targets' tab for the event setup.
3. Quality
   • Overview of current data quality for invited contacts compared to the start of the build, including;
     • Invited - multiple contacts for a company invited. (if applicable)
     • Email - e-mail address
     • Postcode - address postcode 
     • Mobile - mobile telephone number 
     • Telephone - main telephone number 
     • Score - event surveys can include a 'score' rating based on answers to assist in making the decision to invite. (if applicable)
4. Compare 
   • Overview of whether updates have been made to the following fields compared to historical data prior to the event creation
     • Email
     • Postcode
     • Mobile
     • Telephone
5. Progress 
   • Chart displaying progress of invites made by type during the build period
6. Speed Stats
   • Time taken from built per day to invite stage
7. Title 
   • Overview of numbers/percentage split of contact 'Title' types (e.g. Owner, Director etc.) invited to the event.
8. Category 
   • Overview of numbers/percentage split of companies 'Category' types (e.g. Information Services etc.) invited to the event.
9. Postcode 
   • Count of businesses invited to the event by postcode.
10. Type 
    • Overview by executive by type of invites in the build. Combines several of the above reports.
11. Built 
    • Overview of build by type, by executive who built the invite (i.e. not the assigned managed by executive).

Appointment

12. Appointments 
    • Overview of 'Invited' vs 'Appointed' tallied by company by Type. Split by 'Managed By' executive.
13. Session Breakdown 
    • Overview of event session venues/dates/times indicating number of companies attending that particular event session.
14. Unresolved 
    • Overview of built vs not yet appointed invites. Split by assigned 'Managed By' executive, tallied by company.
15. Methods 
    • Overview of appointment acceptance methods. Split by assigned 'Managed By' executive, tallied by company.

Presentations

16. Presentations 
    • Overview of number of companies, split by assigned 'Managed By' executive.
      • Invited
      • Appointed
      • Confirmed
      • Attended
      • Sold
17. Session Report 
    • Key numbers and % for each session showing;
      • Appointed
      • Confirmed
      • Attended
      • Sold
      • Value (of sales)
18. Session Planner 
    • Matrix of sessions & companies involved.
19. Sales List 
    • List of event sales made, broken down by pre-event, during the event, and post-event.
20. Sales Overview 
    • Overview of event sales made, including graphs by Managed by and Sold by, value and quantity
21. Round Up Report - The round up report is typically filtered by exec, and provided to each exec after the event to review how they did and to follow up where necessary.
    • List of all companies by: 
      • Sales
      • Potential (be backs)
      • Withdrawn (sold but subsequently changed their mind)
      • Tasks
      • Attended
      • No Shows
      • Cancelled
      • 1on1 (decided not to attend event but requested face to face meeting)

Follow Up

22. Sales Tracking 
    • List of sales made, split by event stage, with fields to monitor progress to sale completion.
23. All Stages 
    • By user, table of quantities and percentages of:
      • Invited
      • Appointed
      • Confirmed
      • Attended
      • Sales

Tools

24. NRS Excel Format
    • Excel export of event outcome by each company invited.
25. Snap Shot 
    • Take snapshots during the event date range for reference purposes, using multiple selectable fields that can be included.
    • View automated snapshots taken during the entire event stages.
26. Year on Year 
    • Comparison of events - Please note this report is in development, all figures should be treated as unreliable until the message on the report page is removed.
27. Questions Export 
    • Export event survey answers by company for the event.
28. Matrix 
    • Tools used when running the event - please see the previous section for more details.